Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)
This table provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 16.41% |
$131K - $160K
|
13K
$828K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.69K+ 27.85% |
$190K - $232K
|
16.9K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-808- 18.52% |
$41.7K - $50.7K
|
3.56K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-479- 0.83% |
$24.7K - $30.1K
|
57.1K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.04K+ 3.41% |
$105K - $128K
|
61.7K
$3.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
431K+ 44.29% |
$22.2M - $27M
|
1.4M
$89.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
39+ 0.79% |
$2.01K - $2.45K
|
4.99K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-659- 3.68% |
$34K - $41.3K
|
17.3K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.37K+ 51.41% |
$122K - $149K
|
6.99K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.97K+ 3.01% |
$153K - $186K
|
102K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.13K+ 1.8% |
$162K - $196K
|
177K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-128K- 89.23% |
$6.63M - $8.06M
|
15.5K
$989K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-1.82K- 9.78% |
$93.8K - $114K
|
16.8K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
15.6K+ 13.56% |
$806K - $980K
|
131K
$8.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 13.44% |
$2.58K - $3.14K
|
322
$20.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 0.27% |
$1.5K - $1.82K
|
10.8K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290K- 72.12% |
$15M - $18.2M
|
112K
$7.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.66KNew |
$240K - $292K
|
4.66K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
515+ 8.55% |
$26.6K - $32.3K
|
6.54K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.8K+ 5.48% |
$3.6M - $4.38M
|
1.34M
$85.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
165+ 34.16% |
$8.51K - $10.4K
|
648
$41.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-810- 8.31% |
$41.8K - $50.8K
|
8.94K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.8K+ 89.49% |
$816K - $992K
|
33.5K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.27K+ 8.75% |
$169K - $205K
|
40.6K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.21K+ 2.76% |
$217K - $264K
|
156K
$9.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
350+ 4.05% |
$18.1K - $22K
|
8.99K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.11% |
$5.73K - $6.96K
|
98.4K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$103 - $125
|
4.79K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.41K - $4.14K
|
4.71K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.75K- 20.24% |
$194K - $235K
|
14.8K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
281+ 0.79% |
$14.5K - $17.6K
|
35.9K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-110- 0.28% |
$5.68K - $6.9K
|
39.3K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.89K+ 21.42% |
$252K - $307K
|
27.7K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
555+ 2.99% |
$28.6K - $34.8K
|
19.1K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.21K- 17.88% |
$62.3K - $75.8K
|
5.55K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
83New |
$4.28K - $5.21K
|
83
$5.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3New |
$155 - $188
|
3
$191
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17.5K- 7.44% |
$901K - $1.1M
|
217K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.05% |
$155 - $188
|
6.45K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 17.48% |
$220K - $267K
|
28.6K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66.6K- 56.01% |
$3.44M - $4.18M
|
52.3K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
480+ 4.87% |
$24.8K - $30.1K
|
10.3K
$660K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.4K+ 1.62% |
$433K - $527K
|
526K
$33.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.13KNew |
$213K - $259K
|
4.13K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-46.7K- 67.98% |
$2.41M - $2.93M
|
22K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-603- 1.13% |
$31.1K - $37.8K
|
53K
$3.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.61K+ 277.13% |
$134K - $163K
|
3.55K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.81K+ 14.15% |
$93.4K - $114K
|
14.6K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.86KNew |
$457K - $556K
|
8.86K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
779+ 0.94% |
$40.2K - $48.9K
|
83.8K
$5.35M
|